Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 2 registered members and 54 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
|
| BUY | 26.640 | Colin Stewart | Dominant player in semiconductor business. Cheap, strong balance sheet, well managed company. Sees growth and they will do well. | 2012-02-07 | |
| WATCH | 26.720 | John Zechner | Keeps thinking this stock should not be acting as well as it does because they are in the wrong spot, but clearly where they are, in terms of focusing on PCs and tablets, they are clearly they are taking back market share on some of the competitors. In the short term that has given them great earnings growth. Long-term growth strategy will not position them as well as some of the others. | 2012-02-06 | |
| BUY | 26.380 | Karl Berger | Just made a new 52-week high. In the tech space there is reason to be a little bit constructive. A lot of companies have held off on their spending over the 2008-2009 period. There is a pent-up demand that will possibly be satisfied over the next little while. He prefers Taiwan Semiconductor (TSM-N). | 2012-01-20 | |
| WAIT | 25.800 | Gordon Reid | Margins at all time highs and it worries him a bit. What can they do next. Intel has the corner on PC market but they are an entrant into the tablet market and he would rather see that happen before buying. | 2012-01-11 | |
| HOLD | 25.590 | Ross Healy | Earnings are returns 25% so it is not overpriced but earnings have been softening and the outlook for high-tech stocks is softening also. So we may have seen the highs for Intel. | 2012-01-10 | |
| SELL | 25.465 | John O'Connell, CFA | Likes the company. They are behind the 8 ball a little bit on the tablets. Seems to fall back after it hits $25. If you own it, consider selling, at least part of it. Also, their largest customer is Hewlett-Packard (HPQ-N) and they just signed a joint venture agreement with ARM Holdings (ARMH-Q), a leader in the tablets space, which could be a competitive threat. | 2012-01-09 | |
| PARTIAL BUY | 25.400 | David Burrows | 3.3% dividend and is growing quite smartly at over 10%. You learn something like $2.40 this year and with the $.80 dividend there is room to raise the dividend. Maybe buy half a position now and if the market pulls back a little you have an opportunity to buy the rest. | 2012-01-05 | |
| BUY | 24.225 | Gavin Graham | Very reasonable dividend yield. This is the company that provides the engine for the whole PC operating business. Continues to produce cash flow out of its ears. Rock solid balance sheet and lots of international exposure. | 2011-12-28 | |
| Comment | 23.310 | Norman Levine | As a long-term investor, he likes this stock. They have very little competition and he likes companies that are virtual monopolies. Good growth. | 2011-12-14 | |
| BUY on WEAKNESS | 22.700 | Stan Wong | Has being a laggard for quite some time and recently has started taking off. Decent dividend at 3.7%. Last earnings report reported a triple play by beating their earnings and revenues and raised their guidance. Getting interesting. He would try to get in at the 200 day moving average of $22. | 2011-11-24 | |
| TOP PICK | 24.630 | David Burrows | Looks for industries that have gone out of favour and then look for changes in the group. Multiple compression for 10 years. 4% dividend and 80% market share. A pretty defensible business. Tech is outperforming the market if they have a strong franchise. | 2011-10-25 | |
| DON'T BUY | 24.590 | Gordon Reid | Are supplying PC market. It is a declining market compared to tablets. The PC is going the way. Would avoid it until they are supplying tablets. | 2011-10-24 | |
| WAIT | 22.200 | Lorne Steinberg | Always been a cyclical company. A great company, strong cash position, reasonable dividend, but no huge upside from here. Buy in high teens. | 2011-09-20 | |
| PAST TOP PICK | 20.080 | Sandy McIntyre | (A Top Pick Aug 25/10. Up 9.32%.) | 2011-09-07 | |
| TOP PICK | 20.080 | John O'Connell, CFA | Rock solid balance sheet. Industry leader. Showing very good sales in emerging markets, which he likes. Trades at about 8-9 times forward earnings. Pays 4%+. | 2011-09-07 | |
| Comment | 19.640 | Don Vialoux | Caller bought Calls with a strike price of $20 expiring in December. Best time to own Technology is from mid-Oct to early January. You should wait until October to see if the low holds. | 2011-09-02 | |
| TOP PICK | 20.600 | John O'Connell, CFA | Likes dividends, great balance sheet. 4.5% yield. Doesn’t see a lot of downside. Likes the theme of growing international technology sales. 55% or so of sales in Asia. | 2011-08-09 | |
| DON'T BUY | 22.550 | Gordon Reid | The granddaddy of the processor companies. The shift is on from the PCs to the tablet and the jury is out as to whether they are going to be able to lead. Good dividend. There are many technology companies he would prefer before this one. | 2011-07-28 | |
| PAST TOP PICK | 21.190 | Michael Simpson, CFA | (A Top Pick July 7/10. Up 9.72%.) A lot of analysts are worried about their lack of exposure to tablets but they are coming out with a new chip. 3.4% dividend yield. Still Likes. | 2011-06-17 | |
|
| |||||
| BUY | 21.420 | David Baskin | Impressed by this company. Have made significant announcements and made some significant money. With the Cdn$ above par you have a chance to buy one of the premium global companies at a reasonable price. | 2011-06-16 | |
| TOP PICK | 21.760 | Brian Acker, CA | Model price $37.43, 72% upside. Have been doing record earnings. Announcing new products, and nothing happens. Earnings are going up, fundamentals are going up and no one is paying attention. If an Intel chip went into an Apple product, this one would go nuts – that is the only thing that is missing. | 2011-06-09 | |
| PAST TOP PICK | 21.810 | Sandy McIntyre | (Top Pick Aug 15/10, Up 22.24%) | 2011-06-08 | |
| BUY | 22.060 | Jeff Parent B. Eng. FCSI | Likes this stock. There was positive announcement a couple of weeks ago, put the stock up 8%. It continued and then pulled back. Thinks it's good for another dollar on the upside. If it drops down to $21.50 get out because it will stay at the $19-$20 for a long time. | 2011-06-07 | |
| STRONG BUY | 23.250 | Brian Acker, CA | This is in his Top 10. His model price is $38.20, a positive differential of 62%. In the last 3 weeks it has gone up 25%. 3% dividend. | 2011-05-06 | |
| Comment | 23.610 | Brooke Thackray | Has had some fantastic numbers recently. Tech sector has some great earnings coming out. The back end of April is a pretty good time for tech stocks. Resistance would be back at the 2010 level and we are getting awfully close to that. | 2011-05-05 | |
| BUY | 22.910 | John Zechner | Doing better than he would have guessed. Gaining market share again in the chip space. Thought they would have been marginalized with the movement into the tablet market because they weren’t well positioned there but they are so well plugged in to the emerging markets. The Intel logo works and they are picking up market share. Trading at 10X earnings and throwing off substantial amounts of cash. The new Adam processors for the mobile market is a positive. | 2011-05-02 | |
| DON'T BUY | 22.630 | Gordon Reid | Would pass on this one at this point. Just had a fabulous earnings report but worries that they are really dependent on the desk top, PC market. Tablets are really coming on strong. | 2011-04-27 | |
| BUY | 20.120 | Barry Schwartz | All the big tech companies are trading at very cheap valuations If you X out the cash, they are trading at 7 or 8 times earnings. Solid balance sheet. Over time the value will surface. Good entry point for all the big tech names. | 2011-04-11 | |
| PAST TOP PICK | 20.290 | Brian Acker, CA | (Top Pick Apr 1/10, Up 30%) Upside of 50% to his model price. | 2011-03-23 | |
| PAST TOP PICK | 21.970 | Brian Acker, CA | (A Top Pick April 1/10. Up 0.17%.) 3.6% dividend. Still a Buy. | 2011-02-17 | |
| DON'T BUY | 21.560 | Gordon Reid | Had a faulty chip on their new processor and took a $700 million hit. Thinks this will pass. There is so much great choice in techs that he would probably gravitate to some of the others. | 2011-02-02 | |
| Comment | 21.750 | Barry Schwartz | ($10 billion buy back of its stock.) Valuations on tech stocks are very exciting. Cash flows are tremendous. Balance sheets are in good shape. Has never been a better time to Buy tech companies. His favourites are Microsoft (MSFT-Q) and Cisco (CSCO-Q). | 2011-01-26 | |
| HOLD | 20.690 | Ian Ainsworth | Won’t be in mobility for a few years. Arm is a real threat. It has done really well. | 2011-01-10 | |
| PAST TOP PICK | 20.940 | Brian Acker, CA | (A Top Pick Feb 3/10. Up 9.89%.) Still likes. 3.5% yield. Probably a 40% upside. | 2011-01-05 | |
| WEAK BUY | 21.020 | Jim Huang | Hasn’t done as well as rest of tech sector because PC business is slow growing. Some of their efforts will probably bear fruit over the next year or two. | 2010-12-30 | |
| Comment | 21.820 | Don Lato | GE (GE-N) or Intel (INTC-Q)? Both are reasonably attractive on a multiple basis but would probably choose GE, which is less of a commodity type play. | 2010-12-08 | |
| Comment | 21.040 | Gordon Reid | Biggest of the semi-conductors. High margin business in the 60% range. Good dividend. Reasonable multiple. Prefers others. | 2010-11-10 | |
| PAST TOP PICK | 21.230 | Brian Acker, CA | (Top Pick Nov 30/09, Up 10.36%) Still loves it. | 2010-11-08 | |
| BUY | 20.480 | Mike Lyons CA, CFA | Reasonably valued on an earnings basis. Very well run basis. Really likes the dividend that was instituted a few years ago and has really grown. The dividend forces the management to ensure positive cash flow. 10x cash flow – a good multiple. | 2010-11-03 | |
|
| |||||
| DON'T BUY | 19.640 | Gordon Reid | He owns Cisco. Inexpensive stock but much more cyclical. It is the senior company in this area. Prefers Cisco. | 2010-10-20 | |
| TOP PICK | 19.520 | Sandy McIntyre | Gives a dividend that is 30% above the 10-year treasury yield. No net debt. Gives a long-term option on global growth. | 2010-10-08 | |
| DON'T BUY | 19.505 | David Burrows | Poster child for the semiconductor group. Has been under performing. 75% of the stocks in the S&P have had stronger price performance. Look at ARM Holdings (ARMH-Q) instead. | 2010-09-28 | |
| WEAK BUY | 18.740 | Gordon Reid | Most senior of semiconductor companies. Last earnings reported record margins. Pared back revenue estimates and there is some weakness in the PC area with a move towards tablet type devices. Would probably gravitate more towards an Apple (AAPL-Q), Google (GOOG-Q), Cisco (CSCO-Q) or Oracle (ORCL-Q). | 2010-09-14 | |
| HOLD | 18.370 | Don Vialoux | Pretty strong seasonality, usually from Oct 9 until Jan 17 when the technology sector picks up. Technically it is not looking very interesting at this time. This is going to be a good one. | 2010-08-27 | |
| TOP PICK | 18.480 | Sandy McIntyre | Global, no net debt, ROE of 22.5%, 9% earnings yield, 11 P/E and 3.4% dividend. If your time-line is 3-10 years you want to own this. It’s cheap. People are fixated on growth. His view is that if capital is at risk, make sure management is protecting your capital and giving you a tangible return on that capital. | 2010-08-25 | |
| Comment | 19.590 | Gordon Reid | Most senior of the semiconductors but this business tends to be more cyclical than other parts of the technology area. Would prefer something with longer-term or stability. | 2010-08-18 | |
| TOP PICK | 19.530 | Brian Acker, CA | Model price is $32.74, a 68% upside. Came in with record earnings. Good yield. | 2010-08-17 | |
| Comment | 19.150 | Steven Conville | (Caller recalls a BNN speaker stating that cell phones globally would quadruple in the next 2 years.) If possible, it would bode well for this company. His concern is that this is where investors are being pushed and if there is a slowdown, he can see it doing tremendously well. If the economy stays where it is there to be a lot more cell phones etc. | 2010-08-13 | |
| BUY | 21.020 | Bill Carrigan | Likes the tech sector. If you believe in the growth of economy and emerging nations, you have to believe in these stocks because they will participate. Only have 20%-25% in any one sector. | 2010-07-16 | |
| TOP PICK | 20.143 | Michael Simpson, CFA | World's largest semiconductor chipmaker based on revenue. Grown dividends by 23% over the last 5 years. Have $2.93 cash per share. Huge demand in Asia and emerging markets as well as Apple and RIM products. Trading at about 10X 2011 earnings. | 2010-07-07 | |
| TOP PICK | 19.200 | Greg A. Taylor, CFA, BBA | Good, safe play on the global tech story. Trading at under 10X earnings and has a 3.5% dividend yield. A lot of the CapX has been done so margins should expand over the next few years. Good play on global technology growth. | 2010-07-05 | |
| WAIT | 19.200 | Don Vialoux | Strong seasonality from October through to the 2nd week in January. This is the time of year when they have a lot of computer chips and demand tends to escalate to the Christmas period. Las Vegas consumer electronics show ends on the 2nd week of January, which is when you should sell. | 2010-07-02 | |
| BUY | 21.489 | Gordon Reid | Senior semiconductor company globally. In a cyclical environment, they are the leader. Will probably earn around $2 a share this year that puts them at about 10X earnings, pretty good value. An early cycle play. | 2010-06-16 | |
| BUY | 23.800 | Gordon Reid | One of the few senior tech companies that pays a healthy dividend. Windows 7 is progress in and will do well for this company. | 2010-04-21 | |
| TOP PICK | 22.390 | Brian Acker, CA | His model price is $30.97 a 39% upside. Almost 3% yield. | 2010-04-01 | |
| BUY | 21.190 | Gordon Reid | This is an area that is highly volatile and cyclical but this is a senior company in this area. Pays a very nice dividend. | 2010-03-10 | |
| BUY | 20.660 | Gordon Reid | The best of the semiconductor group. Good earnings just reported. | 2010-02-17 | |
| BUY | 19.650 | Greg A. Taylor, CFA, BBA | Very opportunistic buy right now. First company to announce fairly strong earnings guidance was good and then the stock sold off when the market was caught up in the European fears. Semi stocks seem to be ready to bottom in the index looks like it's ready to turn. Trading at only 11X earnings. | 2010-02-09 | |
| BUY | 19.020 | Stan Wong | Likes the technology and semiconductor space. This one ranks very well in his system. Beat earnings in January. Over 3.2% dividend. | 2010-02-04 | |
|
| |||||
| TOP PICK | 19.680 | Brian Acker, CA | Has a model price of $29.66, a 49% positive differential. | 2010-02-03 | |
| BUY | 19.610 | John Zechner | Their numbers blew him away. Margins are back where they where in the mid-60’s. Gaining market share again. Have a PC refresh cycle coming around, driven by Windows 7. Good valuations. | 2010-02-01 | |
| DON'T BUY | 20.590 | David Driscoll | It’s a bit on the rich side. It’s had a big run. Doesn’t expect a lot of chips sales to continue. Would prefer some of the other chip stocks. | 2009-12-29 | |
| BUY | 19.840 | Gordon Reid | If you own it should do well for you. This is the time in the cycle that tech companies do well and chips fall right into this category. Trades at reasonable multiple. 2.8% yield. | 2009-11-11 | |
| PAST TOP PICK | 18.590 | Stan Wong | (A Top Pick June 19/09. Up 18%.) Average PC is around 5.5 years old and they normally last 4 years. Windows 7 will also spur some kind of movement. Could be a Buy now. | 2009-11-04 | |
| BUY | 19.930 | Gordon Reid | Likes it. Largest, most stable of it’s group. Strong balance sheet. | 2009-09-09 | |
| VAGUE | 19.800 | John Zechner | Better than Intel, nut you have to watch out for the currency depreciation with US stocks. | 2009-09-08 | |
| DON'T BUY | 18.860 | Don Lato | Great company. Not trading at an excessive valuation but not one of the tech stocks that he would own. Not enough of a catalyst out on the horizon. Basically driven by the end user market. | 2009-08-05 | |
| TOP PICK | 19.330 | Stan Wong | Largest semiconductor manufacturer globally. Likes technology. This company will have a couple of catalysts including Microsoft's (MSFT-Q) Windows7 and a PC upgrade coming. Also looking for an increase in IT spending. He is watching the 50-day and 200-day moving averages to get into this. | 2009-07-30 | |
| Comment | 15.940 | Gordon Reid | Leader in the semiconductor business. You want to go with the leader and the strongest company. Sector runs the risk of being commoditized. They will be moving with the economy and coming out of the recession they will start to do well. 85% of revenues come from outside of the US. Very low debt ratio but at this time they are not covering their dividend out of cash flow. | 2009-07-08 | |
| WATCH | 16.720 | Paul Harris, CFA | Very good company. $1.80 in cash. Dividend should be safe. Numbers come out on July 14 and you'll be able to look at their semiconductor mix and Average Sales Price. Also, Microsoft (MSFT-Q) is coming out with Windows7 in October as well as other products in the next little while and this company should be able follow along. | 2009-07-02 | |
| BUY | 15.870 | David Baskin | Has some very interesting things going on in the emerging technology of ultra low power computing. It will make wireless computing even more portable and battery life even longer. | 2009-06-18 | |
| BUY | 16.350 | Mike S. Newton, CIM FCSI | Technology space is exciting him right now. Thinks that in the next year the innovations, the appeal and the reach to the masses on an affordable basis will shock us. They are just coming out with the new chip, Moorestown. | 2009-06-11 | |
| Comment | 14.650 | Michael Yoshikami | A pretty cheap stock right now as long as you understand we could be in a prolonged economic downturn and that could hold back earnings for quite some time. At this point, it is virtually a monopoly against AMD (AMD-N). | 2009-03-20 | |
| BUY | 14.910 | Brett Hryb | (Market Call Minute.) Going forward it is well positioned. Has the Atom chip. Margins are going to be a little bit compressed but you will benefit longer-term. | 2009-02-09 | |
| TOP PICK | 14.690 | Duncan Stewart | Doesn't like semiconductors or the PC business but feels they are going to continue picking up share from Advanced Micro Devices (AMD-N). Have 45 nm process architecture. Able to supply 25 to 50 million new chips for the new netbooks. | 2008-12-30 | |
| TOP PICK | 13.110 | Duncan Stewart | A Buy & Hold. About 11 X earnings. Over 4% yield. Buckets of cash. Thinks this will be stronger than Advanced Micro Devices (AMD-N) than what it was going in. | 2008-11-18 | |
| TOP PICK | 16.040 | Duncan Stewart | Have come out with a new kind of chip, which uses the latest kind of fabrication technology. The new category of computers called NetBooks or ultra notebook devices have Intel chips in them and cost only $250-$300 and are selling incredibly well. | 2008-10-20 | |
| BUY | 20.160 | Pat Naccarato | A dominant franchise with a very reasonable PE. Fantastic entry point. | 2008-09-10 | |
| BUY | 22.560 | Duncan Stewart | It is not a great time for this company. PC sales are going up but the pricing is coming down. They continue to fight AMD (AMD-N) very hard on price so gross margins are not quite what they should be. However, as a 5-year hold in the technology space, this is probably one of his top 2 picks. Doing very well in the semiconductor design space. | 2008-04-25 | |
|
| |||||
| BUY | 21.870 | Pat Naccarato | Likes companies that have dominant market share. Dropped in the last quarter because of an announcement of gross margin pressures on their Flash business. This is a very small component of their business. Risk/reward is positive. | 2008-04-07 | |
| PAST TOP PICK | 20.770 | Brian Acker, CA | (A Top Pick Mar 8/07. Up 10% including dividends.) Same valuation today as it was a year ago so it is an excellent opportunity in technology. He would buy it here at around $20. In a month would sell at about $22-$24 as the model price would have decreased, and get in again in the fall sometime. Model price is $28.48, a 37% upside. | 2008-02-27 | |
| BUY on WEAKNESS | 21.210 | Howard Sutton | Global domination in processors. Trading at about 14X current earnings and about 12X next year's earnings. If it pulls back to $18-$18.50, it's a wonderful entry point. | 2008-02-13 | |
| DON'T BUY | 20.290 | David Burrows | A play on global economy however; this is a company that is getting hurt because of economic concerns. There is less of a secular trend on the PC side. Notebooks are a positive for them but the last revenue report was disappointing. He would prefer CREE (CREE-Q), which is also a chip company and is trading very close to its highs. | 2008-01-28 | |
| Comment | 26.410 | Brian Acker, CA | His model price is $29.78, a 14% positive differential. | 2007-12-20 | |
| WEAK BUY | 25.940 | David Driscoll | Looks fairly cheap. Their competitors are suffering. They’ve got lots of capital/cash to put into Research and development/ design. | 2007-10-25 | |
| PAST TOP PICK | 25.480 | Peter Hofstra | (Up 23%, Dec. 2006)He is still holding and expecting good things. Still likes it. | 2007-10-16 | |
| BUY | 25.880 | Brian Acker, CA | The model price is $29.17, a 13% upside. | 2007-10-10 | |
| BUY | 23.920 | David Burrows | Fits in both the growth and global growth camps. Semiconductors started to perform better over the last 3 months than the market itself. Prefers Applied Materials (AMAT-Q). Cheap. | 2007-08-09 | |
| HOLD | 25.060 | Alex Ruus | Good solid blue chip tech company. Has a little bit further to run. Consider taking profits in the high $20's. | 2007-07-18 | |
| BUY on WEAKNESS | 24.100 | John O'Connell, CFA | Had a bit of a spike recently. They have the resources to continue to spend and becoming very competitive players. Try to buy in the $20-$22 area. | 2007-06-19 | |
| PAST TOP PICK | 21.500 | Peter Hofstra | (A Top Pick Jun 15/06. Up 20.3%.) Fundamentally undervalued and positioned to do well in both the near-term and long-term. A Buy. | 2007-04-30 | |
| Comment | 22.258 | John Zechner | Semiconductor industry looks like it has gone through its bottom. Last quarter was a little better than expected. Story is looking better. AMD (AMD-N) doesn't seem to be a threat. | 2007-04-25 | |
| WEAK BUY | 21.940 | David Burrows | Semiconductor stocks have not been performing well so far over the last 4 months. This one is a bellwether of the group. Performing better and recent numbers were positive. Technically, he would like to see the stock trade through $23. Would also like to see better earnings revisions. | 2007-04-24 | |
| BUY | 20.500 | Brian Acker, CA | Loves this one. His upside from the model price is around 35%-40%. Tremendously mispriced. | 2007-04-12 | |
| Comment | 20.100 | David Baskin | A fabulous company with brilliant engineers. In a very competitive market. There are all kinds of interesting technological developments in the chip industry. You might have to be patient. With an 18-24 time horizon, it might be good time to buy. 2007 could be rocky. | 2007-04-09 | |
| DON'T BUY | 18.860 | Norman Levine | NASDAQ stocks in general look very dangerous here. Tech stocks went up too far. You are entering a new PC cycle, but sales are nowhere near where expected. | 2007-03-28 | |
| PAST TOP PICK | 19.160 | Peter Hofstra | (A Top Pick July 10/06. Up 5.4%.) Still likes. Expects a lot more upside. | 2007-03-22 | |
| DON'T BUY | 19.120 | Norman Levine | There is a problem with the PC cycle, which is dependent on new operating systems. Microsoft (MSFT-Q) has come out with a new when that is not exactly flying off the shelves. | 2007-03-13 | |
| TOP PICK | 19.230 | Brian Acker, CA | Had a nice fall and is perfectly mispriced. The model price is $25.23, a 32% positive differential. He is 31% overweight in Technology. | 2007-03-08 | |
|
| |||||
| BUY | 21.110 | Brian Acker, CA | Came close to buying the stock this month, but got edged out for better value elsewhere. His model price is $24.90. A 19% positive differential. | 2007-02-01 |
